Filed December 30, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $384,994 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $60,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,821 | $104,631-58.1% | $98,462-55.5% | $80,187-45.4% |
| Participation rate | 97.7% | 87.5%+10.2pp | 75.2%+22.5pp | 72.9%+24.8pp |
| Annual return | 68.39% | 34.72%+33.7pp | 21.20%+47.2pp | 40.40%+28.0pp |
| Employer contribution / active EE | $1,464 | $4,517-67.6% | $3,049-52.0% | $2,980-50.9% |
| Participant deferral / active EE | $4,824 | $6,545-26.3% | $4,738+1.8% | $5,016-3.8% |
| Admin fee / account holder | $76 | $105-27.8% | $8,875-99.1% | $145-47.8% |